GWA
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GGM Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

GGM Wealth Advisors’s Portfolio GTO Stock Details GTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,135
Closed -$781K – 137
2022
Q2 		$781K Sell
16,135
-366
-2% -$18.2K 0.44% 49
2022
Q1 		$832K Sell
16,501
-48,533
-75% -$2.62M 0.42% 51
2021
Q4 		$3.61M Sell
65,034
-35,910
-36% -$2.03M 2.87% 9
2021
Q3 		$5.7M Sell
100,944
-7,476
-7% -$429K 4.52% 7
2021
Q2 		$6.22M Buy
+108,420
New +$6.14M 5.29% 6

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return